Your PPOL account has a tool to synchronize your PPOL account with a Google Calendar. [...]
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January 11th, 2012 |  |  Comments are closed |
PlanPlus Online Form Builder ( Tools -> Form Builder ) allow you to design & publish forms on your web site. Some useful tips below: Use "Image Verification" to fight Spam If you host your form on the public internet, chances are spammers will find it, and use some systematic algorithm to fill your [...] December 22nd, 2011 | | Comments are closed |
If you are tracking a custom date field in either a Contact, Organization or Opportunity, it is a simple matter to create a Custom Field that is a Date Field. If you wish to also have a Custom Date field that is calculated from the first Custom Date field you just created, just create a [...] Contacts, Organizations and Opportunities all have the Advance Search tool available. Review the Advance Search tool by clicking here. Once the Advance Search is to your liking, you can then pick those from the search results that will receive an Email based on a Template previously defined: First Pick those who will be the recipients [...] When reviewing a Contact (or an Organization or an Opportunity) you can add 2 types of Notes: History Note – a Note added along with the other chronological events captured in the record
NotePad Note – Perfect for a running list of just notes.
And, you can see both [...] The custom field that is setup with a DrowDown values has the advantage of being much easier to search for matching records. DropDown Values encourage clean record keeping. Custom Fields created as Character Strings may also be further defined as having DropDown choices
[...] Customizing your PlanPlus Online account starts with creating fields in your account to capture data (see the Custom Fields Tag in this blog). Once a custom field is defined it is a simple matter to then place that field in one of the many editable data display screens in your account. Here is [...] The Field Section Group is a big name for a simple purpose: it allows you to group custom fields and display them in a drop-down within the Contact record Detail. The Field Group can consist of several columns, has any background color and be open or closed when the Contact Record is edited. [...] Searching for different records is always available at the top of nearly every page. That search (called the Simple Search) will find matches where the “searched-for” string is contained in part of the record name your are searching for. Within every “entity” tab (Contact, Organization and Opportunities) you also have an Advanced Search. [...] Whether you have the Business Edition of PPOL or just the Basic Edition you may add additional Users at any time to your account. Each user will have to acquire a license to have an active login, but the benefit is: Shared Calendars Independent Planning Private Contacts (if necessary) Task Delegation to other Users Cross [...] |
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